$iShares 20+ Year Treasury Bond ETF(TLT)$ Congratulations !!!!!50 bps cut is great for bond, bad for stocks (actually good news since I can buy more at lower price).Bond bulls have been incredibly patient, and you deserve it !!!
$Intuitive Machines(LUNR)$ LUNR closes UP 38% and people feel hurt. Kinda reminds me when a baseball player hits a grand slam and as a joke, the team ignores him as he returns to the dugout. I hope it rockets mana so I can get back in.
$Galmed Pharmaceuticals(GLMD)$ Sold at $23+...now back in with 4.5k shares and may accumulate more if it drops below $11 in anticipation of further action $20+ tomorrow. GLTA
$Intel(INTC)$The $3.5b pentagonās contract may not be seen significant based on the revenue or profit basis. But it establishes the fact that the government strongly believes that Intel can deliver cutting edge chips. This essentially means Intelās 18a is a success and it is well on its way to HVM
$Alibaba(BABA)$I screamed for all to buy Baba at 68,70,74,76,78,80,82 and now we broke 85 and are headed to 98. Baba is a must buy must own stock for 2024-2025 with a 2 year price target at $ 269.
$Taiwan Semiconductor Manufacturing(TSM)$all you shorties and INTC bag-holders need to realize that TSMC does not need NVDA to be successful (not that I think NVDA will go away anytime soon). it does not matter who develops the next big AI chip or another breakthrough chip design in next big thing b/c that company would need TSMC to manufacture its chips. fabs and manufacturing process are not something that could be had overnight. the closest thing to competition TSMC has is samsung, and yes intc is decades behind those.
$SUPER MICRO COMPUTER INC(SMCI)$ Can someone tell me who said that the company is required to submit the 10- K report by Friday. As far as I know, the company has requested an extension and it could be before its earnings in October. Please provide me more info if I'm wrong.SMCI said "Additional time is needed for SMCIās management to complete its assessment of the design and operating effectiveness of its internal controls over financial reporting as of June 30, 2024. SMCI has not made updates to its results for the fiscal year and quarter ended June 30, 2024 that were announced in SMCIās press release dated August 6, 2024"
$JD.com(JD)$My investment portfolio took a beating in past few days. Lost nearly $16,500 injust a few hours. Although I'm still above the water, I've lost more thantwo thirds of this year's gains. Despite the loss,l still added moreshares of some stocks. $JD.com(JD)$$Weibo(WB)$$NIO Inc.(NIO)$$Daqo New(DQ)$
$Boeing(BA)$for anyone red here, ill give you some insight into the FAA and corporate America, they are actual very friendly with each other and are not out to destroy Boeing, just a fine then itās keep calm and carry on. Buying on these dips will pay off for the longs
$Amazon.com(AMZN)$You can tell when bull runs start to become tired bull runs and that's the time to profit take and or buy put protection for your long shares if you don't want to sell them. NVDA is a classic example of a tired bull run stock, it's been bouncing down from it's mid $900-$925 ceiling for weeks now and thus has stalled out it's bull march. This always leads to an erosion of longs confidence in the short term and once more and more start taking profits it will at the same time cause less and less risk taking buyers to buy in up at these tired levels and thus you get the long awaited 'correction'.Amazon looks to be getting tired and will correct after earnings.
$XPeng Inc.(XPEV)$After we crossed $10 a couple weeks ago, I thought it would hold. Now tapping 52 week low. Teslaās bad news is dragging XPEV down with it and I donāt think itās deserving. Buy everyoneās fear! Still a $50B company in 18-24 months. Long term buy and hold!
$TENCENT(00700)$Tencent's dominance in the tech industry is facing unprecedented challenges amidst regulatory crackdowns and geopolitical uncertainties. The company's vast ecosystem, once seen as a strength, now attracts increased scrutiny and potential regulatory action. Concerns over antitrust violations and government intervention loom large, casting doubt on Tencent's ability to sustain its growth trajectory. With mounting pressures and regulatory risks looming large, I remain cautious about Tencent's outlook in the foreseeable future.
$XTI Aerospace, Inc.(XTIA)$$XTI Aerospace, Inc.(XTIA)$ the RISE of HKD was made in 2 weeks from 3 to 2500 be patient āļø, our time will come, $10 to sky šš A market capitalization of only 48 million. The potential of this company is enormous, I think the news will come: "The enterprise value of XTI was ascertained by an independent financial advisory firm to be within the range of $252 million and $343 million"
$Micron Technology(MU)$āGonzo Buffett : A look at Micron $Micron Technology(MU)$ with Warren B & Gonzoā Buffett: "You see, Hunter, Micron's narrative is a bit like a horse race.Just last quarter, their steed bolted out of the gates, hitting record highs post-earnings. They've been feeding this horseālet's call it AIāthe right mix, resulting in an 18% sprint in stock prices in just one morning." Thompson, peering over his sunglasses: "And the bettors, Warren? Were they expecting this?" Buffett: "Yes. Expected a 27-cent loss; got 42 cents EPS, beating odds. Thompson, scribbling away, looks up: "And the future, Warren? What does the track look like?" Buffett: "Bright, Hunter, brigh
$Micron Technology(MU)$$Micron Technology(MU)$ + $NVIDIA Corp(NVDA)$ Motley Article that came out today= (discounting their dominance in their cutting edge Server that came out the 9400 SSD. 77% less power4 better prfmnc=THE BEST IN INDUSTRY) "..in AI servers, the company's high-bandwidth memory (HBM) is being deployed by Nvidia. The graphics specialist recently announced its next-generation Blackwell AI GPUs (graphics processing units), and Micron points out that these chips carry 33% more HBM. Micron says that AI-enabled PCs could be equipped with 40% to 80% more DRAM content as compared to usual PCs. On the oth
$Marathon Digital Holdings Inc(MARA)$$Marathon Digital Holdings Inc(MARA)$ Marathon Digital Marathon Digital (MARA) is a Bitcoin miner that is tipped to soar with the price of the asset. This places it among key crypto stocks alongside other mining companies. MARA is up 2.31% today and 7% in the last five days. The upcoming Bitcoin halving is a bullish event to boost the price of the asset.
$Marathon Digital Holdings Inc(MARA)$$Bitcoin(BTC.USD.CC)$$Marathon Digital Holdings Inc(MARA)$ regarding how Spot ETFs have been driving price- Demand is overwhelming supply on a steady, consistent basis.. considering only 900 BTC are added ro supply each day ( 450 post halving). Furthermore, with the increasing mainstream acceptance and institutional interest in cryptocurrencies like Bitcoin, companies like $Marathon Digital Holdings Inc(MARA)$ are poised to benefit from the growing demand for exposure to digital assets, potentially leading to upward momentum
$Carnival(CCL)$$Carnival(CCL)$ Morningstar published their analyst report on CCL this afternoon, and have a FMV of $27.50 per share. Morningstar is typically higher than the average analyst, but if you discount that by 20%, it's still a valuation in the low $20's, which seems reasonable to hit at some point in 2024 IMHO.